The Analysis of ROMANO BROTHERS AND COMPANY's Holdings


Currently, ROMANO BROTHERS AND COMPANY holds 314 types of securities in its portfolio with a total value $880.0M. In the most recent quarter, they have increased their positions in EXE (+23.6K shares, valued at $2.6M), NOW (+10.0K shares, valued at $1.5M), NVO (+30.0K shares, valued at $1.5M); decreased their positions in N/A (-13.0K shares, valued at $4.5M), CAT (-2.1K shares, valued at $1.2M), WDC (-4.7K shares, valued at $802.1K); initiated new positions in N/A (+6.9K shares, valued at $451.6K), LITE (+988 shares, valued at $364.2K), QQQG (+9.4K shares, valued at $227.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VANGUARD INDEX FDS VANGUARD INDEX FDS46.6K shares1.75%2025-12-312026-01-14history
ABBV ABBVIE INC126.2K shares-1.53%2025-12-312026-01-14history
AAPL APPLE INC98.0K shares-2.02%2025-12-312026-01-14history
BROADCOM INC BROADCOM INC73.9K shares-15.00%2025-12-312026-01-14history
CACI CACI INTL INC45.0K shares-0.89%2025-12-312026-01-14history
VIG VANGUARD SPECIALIZED FUNDS99.4K shares2.48%2025-12-312026-01-14history
SPY SPDR S&P 500 ETF TR31.2K shares0.21%2025-12-312026-01-14history
VUG VANGUARD INDEX FDS41.6K shares3.18%2025-12-312026-01-14history
Sponsored
MSFT MICROSOFT CORP40.0K shares-1.94%2025-12-312026-01-14history
ITOT ISHARES TR125.8K shares-0.12%2025-12-312026-01-14history
ALPHABET INC ALPHABET INC46.9K shares-2.12%2025-12-312026-01-14history
CSCO CISCO SYS INC149.1K shares-2.25%2025-12-312026-01-14history
VYM VANGUARD WHITEHALL FDS79.0K shares0.49%2025-12-312026-01-14history
RTX RTX CORPORATION61.7K shares-2.27%2025-12-312026-01-14history
NVDA NVIDIA CORPORATION57.4K shares-2.33%2025-12-312026-01-14history
ALPHABET INC ALPHABET INC33.8K shares-0.06%2025-12-312026-01-14history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS34.6K shares-0.14%2025-12-312026-01-14history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW80.8K shares-0.78%2025-12-312026-01-14history
FDX FEDEX CORP32.6K shares-2.00%2025-12-312026-01-14history
AMZN AMAZON COM INC40.0K shares-0.91%2025-12-312026-01-14history
JPM JPMORGAN CHASE & CO.27.3K shares-1.54%2025-12-312026-01-14history
ORCL ORACLE CORP43.6K shares-0.49%2025-12-312026-01-14history
VTI VANGUARD INDEX FDS24.9K shares0.71%2025-12-312026-01-14history
ABT ABBOTT LABS66.2K shares-1.28%2025-12-312026-01-14history
Sponsored
CAT CATERPILLAR INC14.3K shares-12.96%2025-12-312026-01-14history
OHI OMEGA HEALTHCARE INVS INC169.1K shares-0.84%2025-12-312026-01-14history
CHKP CHECK POINT SOFTWARE TECH LT40.3K shares-0.14%2025-12-312026-01-14history
ARCC ARES CAPITAL CORP365.9K shares2.68%2025-12-312026-01-14history
JNJ JOHNSON & JOHNSON34.6K shares-1.14%2025-12-312026-01-14history
ULTA ULTA BEAUTY INC11.3K shares-6.85%2025-12-312026-01-14history
AMGN AMGEN INC20.0K shares-0.77%2025-12-312026-01-14history
BMO BANK MONTREAL QUE50.2K shares-0.14%2025-12-312026-01-14history
Sponsored
CITIGROUP INC CITIGROUP INC55.6K shares-0.75%2025-12-312026-01-14history
LLY ELI LILLY & CO5.9K shares-2.60%2025-12-312026-01-14history
AIT APPLIED INDL TECHNOLOGIES IN24.0K shares-7.21%2025-12-312026-01-14history
DLR DIGITAL RLTY TR INC39.2K shares-0.23%2025-12-312026-01-14history
IJR ISHARES TR49.7K shares-2.02%2025-12-312026-01-14history
UPS UNITED PARCEL SERVICE INC59.2K shares-1.83%2025-12-312026-01-14history
EATON CORP PLC EATON CORP PLC17.9K shares7.39%2025-12-312026-01-14history
QCOM QUALCOMM INC33.3K shares-1.11%2025-12-312026-01-14history
Sponsored
CVS CVS HEALTH CORP71.6K shares-3.22%2025-12-312026-01-14history
SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL20.2K shares-2.53%2025-12-312026-01-14history
EXE EXPAND ENERGY CORPORATION49.5K shares90.91%2025-12-312026-01-14history
AEP AMERICAN ELEC PWR CO INC46.3K shares-0.59%2025-12-312026-01-14history
AMAT APPLIED MATLS INC20.5K shares-2.64%2025-12-312026-01-14history
WM WASTE MGMT INC DEL23.5K shares2.82%2025-12-312026-01-14history
PEP PEPSICO INC35.1K shares-0.80%2025-12-312026-01-14history
LAM RESEARCH CORP LAM RESEARCH CORP29.3K shares-0.31%2025-12-312026-01-14history
Sponsored
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T26.0K shares33.60%2025-12-312026-01-14history
ITW ILLINOIS TOOL WKS INC20.0K shares-2.25%2025-12-312026-01-14history
LHX L3HARRIS TECHNOLOGIES INC16.4K shares-0.61%2025-12-312026-01-14history
VZ VERIZON COMMUNICATIONS INC117.3K shares-1.95%2025-12-312026-01-14history
CB CHUBB LIMITED15.3K shares-3.54%2025-12-312026-01-14history
COST COSTCO WHSL CORP NEW5.4K shares0.22%2025-12-312026-01-14history
HON HONEYWELL INTL INC23.8K shares-1.94%2025-12-312026-01-14history
CMI CUMMINS INC9.1K shares-8.93%2025-12-312026-01-14history
Sponsored
FI FISERV INC68.8K shares-5.44%2025-12-312026-01-14history
MERCK & CO INC MERCK & CO INC43.4K shares-0.78%2025-12-312026-01-14history
T AT&T INC182.2K shares-1.17%2025-12-312026-01-14history
IVV ISHARES TR6.3K shares0.51%2025-12-312026-01-14history
WELL WELLTOWER INC23.1K shares-5.23%2025-12-312026-01-14history
TRV TRAVELERS COMPANIES INC14.6K shares-2.08%2025-12-312026-01-14history
APD AIR PRODS & CHEMS INC16.8K shares-1.61%2025-12-312026-01-14history
WSM WILLIAMS SONOMA INC22.7K shares-3.62%2025-12-312026-01-14history
Sponsored
MET METLIFE INC51.4K shares-0.90%2025-12-312026-01-14history
AJG GALLAGHER ARTHUR J & CO15.2K shares-1.43%2025-12-312026-01-14history
ENB ENBRIDGE INC80.5K shares-1.62%2025-12-312026-01-14history
DE DEERE & CO7.9K shares0.28%2025-12-312026-01-14history
ICLR ICON PLC20.0K shares-17.61%2025-12-312026-01-14history
PYPL PAYPAL HLDGS INC61.4K shares-1.58%2025-12-312026-01-14history
BMY BRISTOL-MYERS SQUIBB CO64.3K shares-8.47%2025-12-312026-01-14history
MCD MCDONALDS CORP11.3K shares1.01%2025-12-312026-01-14history
Sponsored
IBDV ISHARES TR155.8K shares44.89%2025-12-312026-01-14history
LH LABCORP HOLDINGS INC13.6K shares0.00%2025-12-312026-01-14history
MDY SPDR S&P MIDCAP 400 ETF TR5.6K shares-1.23%2025-12-312026-01-14history
META META PLATFORMS INC5.1K shares27.15%2025-12-312026-01-14history
GLW CORNING INC37.3K shares-1.77%2025-12-312026-01-14history
MEDTRONIC PLC MEDTRONIC PLC33.5K shares-1.90%2025-12-312026-01-14history
GPN GLOBAL PMTS INC41.3K shares-16.37%2025-12-312026-01-14history
SLB SLB LIMITED83.2K shares1.08%2025-12-312026-01-14history
Sponsored
WPC WP CAREY INC48.9K shares-2.64%2025-12-312026-01-14history
SRLN SSGA ACTIVE ETF TR72.2K shares0.03%2025-12-312026-01-14history
NEE NEXTERA ENERGY INC36.9K shares-5.43%2025-12-312026-01-14history
PG PROCTER AND GAMBLE CO20.6K shares-4.48%2025-12-312026-01-14history
V VISA INC8.3K shares-0.84%2025-12-312026-01-14history
TXN TEXAS INSTRS INC16.1K shares-7.10%2025-12-312026-01-14history
HD HOME DEPOT INC8.0K shares-2.36%2025-12-312026-01-14history
APAM ARTISAN PARTNERS ASSET MGMT67.0K shares-1.46%2025-12-312026-01-14history
Sponsored
PNW PINNACLE WEST CAP CORP30.0K shares0.33%2025-12-312026-01-14history
BDX BECTON DICKINSON & CO13.6K shares-0.26%2025-12-312026-01-14history
AMD ADVANCED MICRO DEVICES INC12.3K shares-3.35%2025-12-312026-01-14history
CTSH COGNIZANT TECHNOLOGY SOLUTIO31.8K shares-2.38%2025-12-312026-01-14history
WDC WESTERN DIGITAL CORP15.2K shares-23.42%2025-12-312026-01-14history
DELL DELL TECHNOLOGIES INC20.8K shares76.00%2025-12-312026-01-14history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.0K shares0.20%2025-12-312026-01-14history
ETR ENTERGY CORP NEW26.9K shares-0.19%2025-12-312026-01-14history
Sponsored
ASML ASML HOLDING N V2.3K shares1.12%2025-12-312026-01-14history
NSC NORFOLK SOUTHN CORP8.2K shares-0.90%2025-12-312026-01-14history
CAH CARDINAL HEALTH INC11.3K shares-15.31%2025-12-312026-01-14history
XOM EXXON MOBIL CORP19.1K shares-5.24%2025-12-312026-01-14history
TJX TJX COS INC NEW14.5K shares-0.04%2025-12-312026-01-14history
GPC GENUINE PARTS CO18.0K shares-22.27%2025-12-312026-01-14history
DCI DONALDSON INC24.3K shares-1.02%2025-12-312026-01-14history
SBUX STARBUCKS CORP25.2K shares-8.27%2025-12-312026-01-14history
Sponsored
CVX CHEVRON CORP NEW13.7K shares-5.04%2025-12-312026-01-14history
ADBE ADOBE INC6.0K shares243.53%2025-12-312026-01-14history
UBER UBER TECHNOLOGIES INC25.0K shares16.85%2025-12-312026-01-14history
VO VANGUARD INDEX FDS6.9K shares7.02%2025-12-312026-01-14history
TT TRANE TECHNOLOGIES PLC5.1K shares-3.54%2025-12-312026-01-14history
BLACKROCK INC BLACKROCK INC1.9K shares-1.16%2025-12-312026-01-14history
GILD GILEAD SCIENCES INC15.9K shares-9.03%2025-12-312026-01-14history
MMM 3M CO11.9K shares1.79%2025-12-312026-01-14history
Sponsored
BA BOEING CO8.7K shares0.00%2025-12-312026-01-14history
NOW SERVICENOW INC12.4K shares415.83%2025-12-312026-01-14history
CSL CARLISLE COS INC5.7K shares-0.69%2025-12-312026-01-14history
PFE PFIZER INC71.6K shares-5.34%2025-12-312026-01-14history
NVO NOVO-NORDISK A S34.2K shares704.04%2025-12-312026-01-14history
AON PLC AON PLC4.9K shares1.05%2025-12-312026-01-14history
THE CIGNA GROUP THE CIGNA GROUP6.1K shares-1.24%2025-12-312026-01-14history
DVA DAVITA INC14.6K shares-0.51%2025-12-312026-01-14history
Sponsored
GLD SPDR GOLD TR4.2K shares0.29%2025-12-312026-01-14history
MU MICRON TECHNOLOGY INC5.6K shares-0.44%2025-12-312026-01-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD5.3K shares-0.13%2025-12-312026-01-14history
EMR EMERSON ELEC CO12.0K shares-3.46%2025-12-312026-01-14history
VB VANGUARD INDEX FDS6.1K shares-1.03%2025-12-312026-01-14history
MPC MARATHON PETE CORP9.7K shares-4.45%2025-12-312026-01-14history
NFLX NETFLIX INC16.8K shares925.09%2025-12-312026-01-14history
WMT WALMART INC13.7K shares-8.59%2025-12-312026-01-14history
Sponsored
BOND PIMCO ETF TR16.4K shares34.77%2025-12-312026-01-14history
ITT INC ITT INC8.7K shares0.00%2025-12-312026-01-14history
SO SOUTHERN CO17.3K shares0.31%2025-12-312026-01-14history
IBDU ISHARES TR64.3K shares78.29%2025-12-312026-01-14history
NICE NICE LTD13.3K shares133.92%2025-12-312026-01-14history
TGT TARGET CORP15.3K shares-4.07%2025-12-312026-01-14history
INVESCO QQQ TR INVESCO QQQ TR2.4K shares-2.05%2025-12-312026-01-14history
AZO AUTOZONE INC432 shares-3.57%2025-12-312026-01-14history
Sponsored
VIOO VANGUARD ADMIRAL FDS INC13.2K shares-3.70%2025-12-312026-01-14history
EMN EASTMAN CHEM CO22.4K shares-27.92%2025-12-312026-01-14history
DVY ISHARES TR10.0K shares0.70%2025-12-312026-01-14history
SNDK SANDISK CORP5.6K shares-8.71%2025-12-312026-01-14history
CLX CLOROX CO DEL13.2K shares-6.52%2025-12-312026-01-14history
FAST FASTENAL CO32.1K shares0.00%2025-12-312026-01-14history
IEFA ISHARES TR14.2K shares-0.18%2025-12-312026-01-14history
COWG PACER FDS TR35.5K shares124.10%2025-12-312026-01-14history
Sponsored
KMB KIMBERLY-CLARK CORP12.2K shares-1.01%2025-12-312026-01-14history
CON CONCENTRA GROUP HOLDINGS PAR60.9K shares-1.05%2025-12-312026-01-14history
LOW LOWES COS INC5.0K shares-1.24%2025-12-312026-01-14history
CFG CITIZENS FINL GROUP INC20.4K shares-0.49%2025-12-312026-01-14history
FITB FIFTH THIRD BANCORP25.2K shares-9.04%2025-12-312026-01-14history
PANW PALO ALTO NETWORKS INC6.1K shares-3.27%2025-12-312026-01-14history
CNC CENTENE CORP DEL27.2K shares-21.98%2025-12-312026-01-14history
DSI ISHARES TR8.5K shares-0.41%2025-12-312026-01-14history
Sponsored
COWZ PACER FDS TR18.2K shares1.25%2025-12-312026-01-14history
KO COCA COLA CO15.7K shares0.31%2025-12-312026-01-14history
PM PHILIP MORRIS INTL INC6.8K shares-2.87%2025-12-312026-01-14history
CEG CONSTELLATION ENERGY CORP3.1K shares0.00%2025-12-312026-01-14history
SCL STEPAN CO22.6K shares-3.13%2025-12-312026-01-14history
COF CAPITAL ONE FINL CORP4.4K shares2.22%2025-12-312026-01-14history
DIA SPDR DOW JONES INDL AVERAGE2.2K shares1.66%2025-12-312026-01-14history
PFF ISHARES TR33.9K shares-0.61%2025-12-312026-01-14history
Sponsored
DRAFTKINGS INC NEW DRAFTKINGS INC NEW30.0K shares0.00%2025-12-312026-01-14history
TOST TOAST INC29.0K shares34.91%2025-12-312026-01-14history
CDW CDW CORP7.5K shares-0.80%2025-12-312026-01-14history
PKG PACKAGING CORP AMER4.9K shares0.00%2025-12-312026-01-14history
UNP UNION PAC CORP4.3K shares-2.26%2025-12-312026-01-14history
ALL ALLSTATE CORP4.8K shares-0.21%2025-12-312026-01-14history
HDV ISHARES TR8.1K shares4.49%2025-12-312026-01-14history
STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC13.1K shares-12.82%2025-12-312026-01-14history
Sponsored
IBDW ISHARES TR45.5K shares189.80%2025-12-312026-01-14history
KR KROGER CO15.4K shares-5.08%2025-12-312026-01-14history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.6K shares-18.80%2025-12-312026-01-14history
NVS NOVARTIS AG6.8K shares-2.84%2025-12-312026-01-14history
NATIONAL GRID PLC NATIONAL GRID PLC12.0K shares0.00%2025-12-312026-01-14history
IP INTERNATIONAL PAPER CO23.1K shares-5.13%2025-12-312026-01-14history
LINDE PLC LINDE PLC2.1K shares-0.47%2025-12-312026-01-14history
URI UNITED RENTALS INC1.1K shares0.92%2025-12-312026-01-14history
Sponsored
VEA VANGUARD TAX-MANAGED FDS14.3K shares-2.73%2025-12-312026-01-14history
EOG EOG RES INC8.5K shares-10.71%2025-12-312026-01-14history
IBDS ISHARES TR36.4K shares104.49%2025-12-312026-01-14history
TMO THERMO FISHER SCIENTIFIC INC1.5K shares-4.22%2025-12-312026-01-14history
COP CONOCOPHILLIPS9.0K shares-0.74%2025-12-312026-01-14history
CARR CARRIER GLOBAL CORPORATION15.8K shares-6.08%2025-12-312026-01-14history
IBDT ISHARES TR32.2K shares141.48%2025-12-312026-01-14history
PSA PUBLIC STORAGE OPER CO3.1K shares-5.70%2025-12-312026-01-14history
Sponsored
DIS DISNEY WALT CO7.1K shares-8.19%2025-12-312026-01-14history
GS GOLDMAN SACHS GROUP INC912 shares-7.13%2025-12-312026-01-14history
MUB ISHARES TR7.5K shares-19.43%2025-12-312026-01-14history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC7.5K shares-8.01%2025-12-312026-01-14history
EFA ISHARES TR8.3K shares0.00%2025-12-312026-01-14history
IWS ISHARES TR5.5K shares-3.41%2025-12-312026-01-14history
VCR VANGUARD WORLD FD2.0K shares-2.96%2025-12-312026-01-14history
CRM SALESFORCE INC2.9K shares-8.48%2025-12-312026-01-14history
Sponsored
UCTT ULTRA CLEAN HLDGS INC29.3K shares-36.89%2025-12-312026-01-14history
ADP AUTOMATIC DATA PROCESSING IN2.9K shares0.07%2025-12-312026-01-14history
NTRS NORTHERN TR CORP5.3K shares-2.72%2025-12-312026-01-14history
VLO VALERO ENERGY CORP4.4K shares0.91%2025-12-312026-01-14history
UNH UNITEDHEALTH GROUP INC2.1K shares-4.19%2025-12-312026-01-14history
INTC INTEL CORP18.7K shares-5.74%2025-12-312026-01-14history
ZBH ZIMMER BIOMET HOLDINGS INC7.5K shares-5.59%2025-12-312026-01-14history
TSLA TESLA INC1.5K shares-10.36%2025-12-312026-01-14history
Sponsored
ISRG INTUITIVE SURGICAL INC1.2K shares7.43%2025-12-312026-01-14history
DOC HEALTHPEAK PROPERTIES INC40.3K shares-4.69%2025-12-312026-01-14history
TSLX SIXTH STREET SPECIALTY LENDI29.7K shares0.00%2025-12-312026-01-14history
CTAS CINTAS CORP3.4K shares-1.45%2025-12-312026-01-14history
EPD ENTERPRISE PRODS PARTNERS L19.8K shares0.48%2025-12-312026-01-14history
O REALTY INCOME CORP11.2K shares-0.75%2025-12-312026-01-14history
CAG CONAGRA BRANDS INC36.1K shares-12.77%2025-12-312026-01-14history
IJH ISHARES TR9.4K shares-5.52%2025-12-312026-01-14history
Sponsored
OTIS OTIS WORLDWIDE CORP6.9K shares-1.42%2025-12-312026-01-14history
XYL XYLEM INC4.4K shares0.00%2025-12-312026-01-14history
VWO VANGUARD INTL EQUITY INDEX F11.1K shares-0.10%2025-12-312026-01-14history
VGK VANGUARD INTL EQUITY INDEX F7.1K shares-1.40%2025-12-312026-01-14history
MO ALTRIA GROUP INC10.2K shares-10.04%2025-12-312026-01-14history
DEM WISDOMTREE TR12.6K shares0.00%2025-12-312026-01-14history
PH PARKER-HANNIFIN CORP643 shares0.00%2025-12-312026-01-14history
ZTS ZOETIS INC4.5K shares9.30%2025-12-312026-01-14history
Sponsored
LW LAMB WESTON HLDGS INC13.4K shares-5.86%2025-12-312026-01-14history
PFG PRINCIPAL FINANCIAL GROUP IN6.2K shares0.00%2025-12-312026-01-14history
IWF ISHARES TR1.1K shares2.23%2025-12-312026-01-14history
SYY SYSCO CORP7.2K shares-2.69%2025-12-312026-01-14history
ET ENERGY TRANSFER L P32.0K shares0.00%2025-12-312026-01-14history
DOW DOW INC22.3K shares-42.62%2025-12-312026-01-14history
XLK SELECT SECTOR SPDR TR3.6K shares100.00%2025-12-312026-01-14history
CRWD CROWDSTRIKE HLDGS INC1.1K shares0.00%2025-12-312026-01-14history
Sponsored
XEL XCEL ENERGY INC6.8K shares-4.21%2025-12-312026-01-14history
USB US BANCORP DEL9.2K shares2.36%2025-12-312026-01-14history
DHR DANAHER CORPORATION2.1K shares6.18%2025-12-312026-01-14history
EW EDWARDS LIFESCIENCES CORP5.6K shares0.00%2025-12-312026-01-14history
AGG ISHARES TR4.8K shares3.40%2025-12-312026-01-14history
XLF SELECT SECTOR SPDR TR8.3K shares-5.69%2025-12-312026-01-14history
SHEL SHELL PLC6.2K shares0.00%2025-12-312026-01-14history
PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO6.9K sharesnew addition2025-12-312026-01-14history
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GIS GENERAL MLS INC9.6K shares2.14%2025-12-312026-01-14history
GWW WW GRAINGER INC440 shares0.00%2025-12-312026-01-14history
BAC BANK AMERICA CORP8.0K shares-7.04%2025-12-312026-01-14history
DGRO ISHARES TR6.3K shares0.00%2025-12-312026-01-14history
BLACKSTONE INC BLACKSTONE INC2.8K shares0.00%2025-12-312026-01-14history
FTAI AVIATION LTD FTAI AVIATION LTD2.2K shares0.00%2025-12-312026-01-14history
VTV VANGUARD INDEX FDS2.2K shares28.59%2025-12-312026-01-14history
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.0K shares0.00%2025-12-312026-01-14history
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XLP SELECT SECTOR SPDR TR5.4K shares-18.42%2025-12-312026-01-14history
OEF ISHARES TR1.2K shares-4.33%2025-12-312026-01-14history
PLD PROLOGIS INC.3.2K shares0.00%2025-12-312026-01-14history
SYK STRYKER CORPORATION1.2K shares0.00%2025-12-312026-01-14history
HWM HOWMET AEROSPACE INC2.0K shares-6.95%2025-12-312026-01-14history
SCHX SCHWAB STRATEGIC TR15.2K shares0.00%2025-12-312026-01-14history
SCHW SCHWAB CHARLES CORP4.1K shares2.79%2025-12-312026-01-14history
IXN ISHARES TR3.9K shares0.00%2025-12-312026-01-14history
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WRB BERKLEY W R CORP5.8K shares-2.53%2025-12-312026-01-14history
SPYM SPDR SERIES TRUST5.0K shares0.00%2025-12-312026-01-14history
MDLZ MONDELEZ INTL INC7.5K shares-0.80%2025-12-312026-01-14history
WFC WELLS FARGO CO NEW4.3K shares1.03%2025-12-312026-01-14history
IR INGERSOLL RAND INC5.1K shares0.00%2025-12-312026-01-14history
DOV DOVER CORP2.0K shares0.00%2025-12-312026-01-14history
IJJ ISHARES TR3.0K shares24.32%2025-12-312026-01-14history
EQH EQUITABLE HLDGS INC8.2K shares2.51%2025-12-312026-01-14history
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EXC EXELON CORP8.7K shares6.75%2025-12-312026-01-14history
ADM ARCHER DANIELS MIDLAND CO6.5K shares0.00%2025-12-312026-01-14history
LITE LUMENTUM HLDGS INC988 sharesnew addition2025-12-312026-01-14history
ELV ELEVANCE HEALTH INC FORMERLY1.0K shares0.00%2025-12-312026-01-14history
SPGI S&P GLOBAL INC691 shares7.80%2025-12-312026-01-14history
SHV ISHARES TR3.3K shares-19.81%2025-12-312026-01-14history
D DOMINION ENERGY INC6.1K shares0.00%2025-12-312026-01-14history
TCPC BLACKROCK TCP CAPITAL CORP65.6K shares-25.10%2025-12-312026-01-14history
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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares0.00%2025-12-312026-01-14history
NKE NIKE INC5.5K shares-3.19%2025-12-312026-01-14history
DFAC DIMENSIONAL ETF TRUST8.8K shares0.00%2025-12-312026-01-14history
GE AEROSPACE GE AEROSPACE1.1K shares-4.41%2025-12-312026-01-14history
DRI DARDEN RESTAURANTS INC1.8K shares-10.38%2025-12-312026-01-14history
VDC VANGUARD WORLD FD1.6K shares0.00%2025-12-312026-01-14history
XLU SELECT SECTOR SPDR TR7.7K shares100.03%2025-12-312026-01-14history
MKSI MKS INC.2.1K shares0.00%2025-12-312026-01-14history
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VXUS VANGUARD STAR FDS4.4K shares8.69%2025-12-312026-01-14history
SDY SPDR SERIES TRUST2.3K shares0.00%2025-12-312026-01-14history
SCHM SCHWAB STRATEGIC TR10.5K shares-0.88%2025-12-312026-01-14history
PAYX PAYCHEX INC2.8K shares-8.48%2025-12-312026-01-14history
PRU PRUDENTIAL FINL INC2.7K shares0.00%2025-12-312026-01-14history
IWM ISHARES TR1.2K shares-4.64%2025-12-312026-01-14history
LFUS LITTELFUSE INC1.2K shares0.00%2025-12-312026-01-14history
AWK AMERICAN WTR WKS CO INC NEW2.3K shares0.00%2025-12-312026-01-14history
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NNN NNN REIT INC7.5K shares0.00%2025-12-312026-01-14history
NDAQ NASDAQ INC3.0K shares0.00%2025-12-312026-01-14history
IVE ISHARES TR1.3K shares0.00%2025-12-312026-01-14history
FNB F N B CORP16.2K shares0.00%2025-12-312026-01-14history
NPO ENPRO INC1.3K shares0.00%2025-12-312026-01-14history
IWN ISHARES TR1.5K shares5.92%2025-12-312026-01-14history
DTE DTE ENERGY CO2.1K shares0.00%2025-12-312026-01-14history
CME CME GROUP INC972 shares0.00%2025-12-312026-01-14history
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XLV SELECT SECTOR SPDR TR1.7K shares-13.55%2025-12-312026-01-14history
IXUS ISHARES TR3.0K shares0.00%2025-12-312026-01-14history
LMT LOCKHEED MARTIN CORP527 shares-0.94%2025-12-312026-01-14history
ALLE ALLEGION PLC1.6K shares0.00%2025-12-312026-01-14history
VBR VANGUARD INDEX FDS1.2K shares-20.79%2025-12-312026-01-14history
STT STATE STR CORP1.9K shares0.00%2025-12-312026-01-14history
PLTR PALANTIR TECHNOLOGIES INC1.4K shares-16.88%2025-12-312026-01-14history
SJM SMUCKER J M CO2.4K shares-7.00%2025-12-312026-01-14history
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SEM SELECT MED HLDGS CORP15.8K shares0.00%2025-12-312026-01-14history
SWKS SKYWORKS SOLUTIONS INC3.6K shares-17.99%2025-12-312026-01-14history
AXP AMERICAN EXPRESS CO619 shares0.00%2025-12-312026-01-14history
IWR ISHARES TR2.4K shares0.00%2025-12-312026-01-14history
CENCORA INC CENCORA INC675 shares0.00%2025-12-312026-01-14history
WTRG ESSENTIAL UTILS INC5.9K shares0.03%2025-12-312026-01-14history
QQQG PACER FDS TR9.4K sharesnew addition2025-12-312026-01-14history
MUNI PIMCO ETF TR4.3K shares0.00%2025-12-312026-01-14history
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AAP ADVANCE AUTO PARTS INC5.7K shares-1.30%2025-12-312026-01-14history
HIG HARTFORD INSURANCE GROUP INC1.6K shares0.00%2025-12-312026-01-14history
AEE AMEREN CORP2.2K shares0.00%2025-12-312026-01-14history
GM GENERAL MTRS CO2.7K shares-24.24%2025-12-312026-01-14history
DOX AMDOCS LTD2.7K shares0.00%2025-12-312026-01-14history
BAC-PL BANK AMERICA CORP170 shares0.00%2025-12-312026-01-14history
SPDW SPDR INDEX SHS FDS4.6K sharesnew addition2025-12-312026-01-14history
GBDC GOLUB CAP BDC INC11.9K shares-2.06%2025-12-312026-01-14history
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DUST DIREXION SHS ETF TR15.0K sharesnew addition2025-12-312026-01-14history
RENT THE RUNWAY INC RENT THE RUNWAY INC11.0K sharesnew addition2025-12-312026-01-14history

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Put Option Holdings
No put option holdings data available